13F QoQ Ownership Changes
UNMA Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 116 new · 198 added · 377 reduced · 89 exited
New Positions(116)
Added To(198)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Woodline Partners LP | 1,412,830 | +747,665 | $109.5M | +$57.8M | 112.4% |
| Point72 Asset Management, L.P. | 767,720 | +735,692 | $59.5M | +$57.0M | 2297.0% |
| Alyeska Investment Group, L.P. | 930,534 | +730,534 | $72.1M | +$56.6M | 365.3% |
| D. E. Shaw & Co., Inc. | 542,982 | +469,123 | $42.1M | +$36.3M | 635.2% |
| MARSHALL WACE, LLP | 561,154 | +468,771 | $43.5M | +$36.3M | 507.4% |
| JANE STREET GROUP, LLC | 574,656 | +420,898 | $44.5M | +$32.6M | 273.7% |
| ALGEBRIS (UK) LTD | 699,806 | +310,343 | $54.3M | +$24.0M | 79.7% |
| Squarepoint Ops LLC | 650,331 | +306,624 | $50.4M | +$23.7M | 89.2% |
| Engineers Gate Manager LP | 292,815 | +290,043 | $22.7M | +$22.5M | 10463.3% |
| Swedbank AB | 467,505 | +279,233 | $36.2M | +$21.6M | 148.3% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 521,352 | +264,545 | $40.4M | +$20.4M | 103.0% |
| MERCER GLOBAL ADVISORS INC /ADV | 540,144 | +252,870 | $42.1M | +$19.7M | 88.0% |
| FMR LLC | 7,431,736 | +259,229 | $576.0M | +$18.1M | 3.6% |
| Quantinno Capital Management LP | 658,212 | +215,124 | $51.0M | +$16.5M | 48.5% |
| DEUTSCHE BANK AG\ | 220,547 | +169,376 | $17.1M | +$13.1M | 331.0% |
| Caisse de depot et placement du Quebec | 621,059 | +103,546 | $48.1M | +$7.9M | 20.0% |
| Schonfeld Strategic Advisors LLC | 246,048 | +100,831 | $19.1M | +$7.8M | 69.4% |
| Amundi | 254,688 | +86,716 | $19.7M | +$6.5M | 51.6% |
| Interval Partners, LP | 153,056 | +81,482 | $11.9M | +$6.3M | 113.8% |
| Qsemble Capital Management, LP | 106,742 | +75,885 | $8.3M | +$5.9M | 245.9% |
| Hudson Bay Capital Management LP | 202,991 | +75,010 | $15.7M | +$5.8M | 58.6% |
| NEUBERGER BERMAN GROUP LLC | 559,657 | +75,019 | $43.4M | +$5.7M | 15.5% |
| XTX Topco Ltd | 69,498 | +65,746 | $5.4M | +$5.1M | 1752.3% |
| UBS Group AG | 1,356,916 | +68,957 | $105.2M | +$5.0M | 5.3% |
| HighTower Advisors, LLC | 107,711 | +57,608 | $8.3M | +$4.5M | 115.0% |
| TUDOR INVESTMENT CORP ET AL | 205,888 | +55,023 | $16.0M | +$4.2M | 36.5% |
| SEI INVESTMENTS CO | 554,012 | +56,081 | $42.9M | +$4.2M | 11.3% |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 1,250,000 | +50,000 | $96.9M | +$3.5M | 4.2% |
| ALLIANCEBERNSTEIN L.P. | 272,333 | +42,571 | $21.1M | +$3.2M | 18.5% |
| Entropy Technologies, LP | 48,766 | +35,502 | $3.8M | +$2.7M | 267.6% |
| Brandywine Global Investment Management, LLC | 211,266 | +35,267 | $16.4M | +$2.7M | 20.0% |
| Focus Partners Wealth | 45,812 | +31,254 | $3.6M | +$2.4M | 214.7% |
| CITADEL ADVISORS LLC | 265,327 | +28,497 | $20.6M | +$2.1M | 12.0% |
| HHM Wealth Advisors, LLC | 58,231 | +26,932 | $4.5M | +$2.1M | 86.0% |
| CITIGROUP INC | 60,232 | +21,867 | $4.7M | +$1.7M | 57.0% |
| Elo Mutual Pension Insurance Co | 32,170 | +20,388 | $2.5M | +$1.6M | 173.0% |
| OCCUDO QUANTITATIVE STRATEGIES LP | 37,387 | +17,903 | $2.9M | +$1.4M | 91.9% |
| Creative Planning | 104,213 | +14,369 | $8.1M | +$1.1M | 16.0% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 217,977 | +13,796 | $16.9M | +$1.0M | 6.8% |
| Verition Fund Management LLC | 34,391 | +12,204 | $2.7M | +$939.6K | 55.0% |
| CoreCap Advisors, LLC | 59,061 | +11,117 | $4.6M | +$848.1K | 23.2% |
| CAPSTONE INVESTMENT ADVISORS, LLC | 14,033 | +10,543 | $1.1M | +$816.1K | 302.1% |
| Quantbot Technologies LP | 33,064 | +10,511 | $2.6M | +$808.3K | 46.6% |
| Walleye Trading LLC | 27,392 | +10,392 | $2.1M | +$800.6K | 61.1% |
| Polymer Capital Management (US) LLC | 14,423 | +8,542 | $1.1M | +$660.4K | 145.2% |
| Corient Private Wealth LLC | 199,133 | +68,176 | $10.7M | +$557.8K | 52.0% |
| Global Retirement Partners, LLC | 12,317 | +6,682 | $954.6K | +$516.3K | 118.6% |
| Vise Technologies, Inc. | 16,047 | +6,575 | $1.2M | +$506.9K | 69.4% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 5,653,246 | +26,753 | $438.1M | +$497.9K | 0.5% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 59,446 | +5,257 | $4.7M | +$435.3K | 9.7% |
| Consolidated Planning Corp | 61,052 | +5,481 | $4.7M | +$409.1K | 9.9% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 10,092 | +5,259 | $782.1K | +$406.2K | 108.8% |
| Walleye Capital LLC | 8,968 | +4,868 | $695.0K | +$376.1K | 118.7% |
| Freestone Grove Partners LP | 281,531 | +5,680 | $21.8M | +$363.0K | 2.0% |
| New Age Alpha Advisors, LLC | 85,853 | +4,855 | $6.7M | +$353.6K | 6.0% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 50,085 | +4,577 | $3.9M | +$342.0K | 10.1% |
| BTC Capital Management, Inc. | 85,415 | +4,435 | $6.6M | +$317.0K | 5.5% |
| HB Wealth Management, LLC | 13,675 | +3,956 | $1.1M | +$303.9K | 40.7% |
| Sequoia Financial Advisors, LLC | 29,289 | +3,870 | $2.3M | +$292.8K | 15.2% |
| Farther Finance Advisors, LLC | 7,034 | +3,632 | $545.1K | +$280.5K | 106.8% |
| SYON CAPITAL LLC | 8,076 | +3,593 | $625.9K | +$277.2K | 80.1% |
| FOX RUN MANAGEMENT, L.L.C. | 21,558 | +3,629 | $1.7M | +$276.2K | 20.2% |
| CIBC WORLD MARKET INC. | 54,633 | +3,718 | $4.2M | +$273.9K | 7.3% |
| Wealthspire Advisors, LLC | 5,187 | +3,335 | $402.0K | +$257.9K | 180.1% |
| Aster Capital Management (DIFC) Ltd | 4,658 | +3,244 | $361.0K | +$251.0K | 229.4% |
| Voleon Capital Management LP | 7,816 | +2,755 | $605.7K | +$212.1K | 54.4% |
| CIBC Asset Management Inc | 8,130 | +2,137 | $630.1K | +$163.9K | 35.6% |
| BAILARD, INC. | 18,808 | +2,005 | $1.5M | +$150.7K | 11.9% |
| Aaron Wealth Advisors LLC | 10,742 | +1,842 | $832.5K | +$140.3K | 20.7% |
| GWN SECURITIES INC. | 7,677 | +1,787 | $595.0K | +$135.5K | 30.3% |
| AE Wealth Management LLC | 10,129 | +1,693 | $785.0K | +$128.9K | 20.1% |
| CSS LLC/IL | 11,829 | +1,690 | $916.7K | +$128.1K | 16.7% |
| 111 Capital | 5,699 | +1,570 | $441.7K | +$120.5K | 38.0% |
| Federation des caisses Desjardins du Quebec | 12,844 | +1,503 | $995.4K | +$113.3K | 13.3% |
| QRG CAPITAL MANAGEMENT, INC. | 12,026 | +1,489 | $932.0K | +$112.4K | 14.1% |
| NewEdge Wealth, LLC | 4,939 | +1,388 | $382.8K | +$110.2K | 39.1% |
| Pictet Asset Management Holding SA | 23,754 | +1,361 | $1.8M | +$99.2K | 6.1% |
| Nilsine Partners, LLC | 19,239 | +1,307 | $1.5M | +$96.3K | 7.3% |
| Chicago Partners Investment Group LLC | 11,052 | +1,019 | $841.1K | +$91.8K | 10.2% |
| Ashton Thomas Private Wealth, LLC | 10,362 | +1,176 | $803.1K | +$88.6K | 12.8% |
| Cambria Investment Management, L.P. | 6,706 | +1,341 | $521.6K | +$88.3K | 25.0% |
| DANSKE BANK A/S | 1,700 | +1,100 | $131.8K | +$85.1K | 183.3% |
| TRUIST FINANCIAL CORP | 326,069 | +116 | $25.3M | -$82.3K | 0.0% |
| CAXTON ASSOCIATES LLP | 26,162 | +1,147 | $2.0M | +$81.9K | 4.6% |
| Versant Capital Management, Inc | 1,932 | +998 | $149.7K | +$77.1K | 106.8% |
| BENJAMIN EDWARDS INC | 12,505 | +983 | $969.1K | +$73.0K | 8.5% |
| GATEWAY INVESTMENT ADVISERS LLC | 226,093 | +1,749 | $17.5M | +$72.7K | 0.8% |
| GAMMA Investing LLC | 9,166 | +934 | $710.4K | +$70.1K | 11.3% |
| WHITTIER TRUST CO | 1,186 | +862 | $93.3K | +$67.6K | 266.0% |
| BROWN BROTHERS HARRIMAN & CO | 5,214 | +876 | $404.1K | +$66.7K | 20.2% |
| ADVISORY RESEARCH INC | 17,325 | +915 | $1.3M | +$66.3K | 5.6% |
| Neumann Capital Management, LLC | 16,710 | +812 | $1.3M | +$58.5K | 5.1% |
| Advisors Capital Management, LLC | 7,195 | +732 | $557.7K | +$54.9K | 11.3% |
| Silver Lake Advisory, LLC | 74,430 | +897 | $5.8M | +$49.0K | 1.2% |
| CAPTRUST FINANCIAL ADVISORS | 254,579 | +1,507 | $19.7M | +$45.9K | 0.6% |
| Sowell Financial Services LLC | 23,651 | +664 | $1.8M | +$45.0K | 2.9% |
| Ethic Inc. | 24,322 | +662 | $1.9M | +$44.7K | 2.8% |
| Tower Research Capital LLC (TRC) | 8,387 | +562 | $650.0K | +$41.4K | 7.2% |
| Jacobi Capital Management LLC | 3,553 | +542 | $275.4K | +$41.2K | 18.0% |
| apricus wealth, LLC | 36,870 | +600 | $2.9M | +$36.3K | 1.6% |
| Callan Family Office, LLC | 6,812 | +422 | $527.9K | +$30.9K | 6.6% |
| DIMENSIONAL FUND ADVISORS LP | 3,791,712 | +13,832 | $293.9M | +$30.8K | 0.4% |
| Summit Trail Advisors, LLC | 24,751 | +474 | $1.9M | +$29.9K | 1.9% |
| Kestra Advisory Services, LLC | 9,401 | +366 | $728.6K | +$25.9K | 4.0% |
| DMC Group, LLC | 11,333 | +373 | $878.3K | +$25.8K | 3.4% |
| Arkadios Wealth Advisors | 5,300 | +350 | $410.8K | +$25.8K | 7.1% |
| Waterfront Wealth Inc. | 31,890 | +12 | $2.5M | +$25.4K | 0.0% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 358,829 | +969 | $27.8M | -$25.1K | 0.3% |
| Perigon Wealth Management, LLC | 4,858 | +323 | $376.5K | +$23.8K | 7.1% |
| Envestnet Portfolio Solutions, Inc. | 19,623 | +376 | $1.5M | +$23.8K | 1.9% |
| RITHOLTZ WEALTH MANAGEMENT | 43,301 | +454 | $3.4M | +$23.2K | 1.1% |
| Kingsview Wealth Management, LLC | 5,393 | +317 | $418.0K | +$23.1K | 6.2% |
| CHOREO, LLC | 7,940 | +241 | $621.9K | +$23.0K | 3.1% |
| William B. Walkup & Associates, Inc. | 1,130 | +275 | $87.6K | +$21.1K | 32.2% |
| UMB Bank, n.a. | 4,066 | +273 | $315.1K | +$20.1K | 7.2% |
| Sound Income Strategies, LLC | 688 | +259 | $52.4K | +$19.4K | 60.4% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 4,744 | +265 | $367.7K | +$19.3K | 5.9% |
| EVOLUTION WEALTH MANAGEMENT INC. | 482 | +241 | $37.4K | +$18.7K | 100.0% |
| M&T Bank Corp | 10,035 | +268 | $777.7K | +$17.8K | 2.7% |
| HANCOCK WHITNEY CORP | 42,139 | +379 | $3.3M | +$17.8K | 0.9% |
| SEEDS INVESTOR LLC | 4,070 | +232 | $315.4K | +$16.9K | 6.0% |
| Mutual Advisors, LLC | 8,553 | +96 | $662.9K | +$16.7K | 1.1% |
| StoneX Group Inc. | 4,334 | +223 | $335.9K | +$16.1K | 5.4% |
| Caitong International Asset Management Co., Ltd | 210 | +201 | $16.3K | +$15.6K | 2233.3% |
| NewEdge Advisors, LLC | 6,001 | +220 | $465.1K | +$15.4K | 3.8% |
| Belpointe Asset Management LLC | 9,630 | +227 | $746.3K | +$14.9K | 2.4% |
| Center for Financial Planning, Inc. | 1,234 | +190 | $95.6K | +$14.4K | 18.2% |
| Smartleaf Asset Management LLC | 2,781 | +149 | $217.9K | +$14.1K | 5.7% |
| Pallas Capital Advisors LLC | 5,315 | +180 | $411.9K | +$12.5K | 3.5% |
| Valeo Financial Advisors, LLC | 3,714 | +169 | $287.8K | +$12.1K | 4.8% |
| SG Americas Securities, LLC | 153,696 | +141,572 | $11.9K | +$11.0K | 1167.7% |
| NISA INVESTMENT ADVISORS, LLC | 38,535 | +1 | $3.0M | -$10.7K | 0.0% |
| Anchor Investment Management, LLC | 39,546 | +13 | $3.1M | -$10.1K | 0.0% |
| L2 Asset Management, LLC | 10,343 | +166 | $801.6K | +$10.0K | 1.6% |
| Great Diamond Partners, LLC | 36,808 | +259 | $2.9M | +$9.8K | 0.7% |
| Gillson Capital LP | 362,600 | +116,600 | $28.1K | +$9.0K | 47.4% |
| Root Financial Partners, LLC | 1,099 | +116 | $85.2K | +$8.7K | 11.8% |
| Wedmont Private Capital | 11,318 | +82 | $887.5K | +$8.1K | 0.7% |
| AlphaQuest LLC | 6,298 | +118 | $488.1K | +$7.4K | 1.9% |
| Steward Partners Investment Advisory, LLC | 1,512 | +98 | $117.2K | +$7.2K | 6.9% |
| FIRST CITIZENS BANK & TRUST CO | 21,140 | +165 | $1.6M | +$6.9K | 0.8% |
| ALGERT GLOBAL LLC | 121,251 | +85,730 | $9.4K | +$6.6K | 241.3% |
| Prosperity Consulting Group, LLC | 8,029 | +114 | $622.2K | +$6.6K | 1.4% |
| Lido Advisors, LLC | 5,459 | +85 | $424.6K | +$6.5K | 1.6% |
| Midwest Trust Co | 3,258 | +90 | $252.5K | +$6.1K | 2.8% |
| Parkside Financial Bank & Trust | 1,146 | +82 | $88.8K | +$6.1K | 7.7% |
| Orion Porfolio Solutions, LLC | 8,740 | +102 | $677.3K | +$5.4K | 1.2% |
| JFS WEALTH ADVISORS, LLC | 276 | +61 | $21.4K | +$4.7K | 28.4% |
| MJP ASSOCIATES INC /ADV | 2,927 | +69 | $226.9K | +$4.6K | 2.4% |
| Advisor OS, LLC | 2,927 | +69 | $226.9K | +$4.6K | 2.4% |
| Rossby Financial, LCC | 242 | +60 | $18.8K | +$4.5K | 33.0% |
| Manchester Capital Management LLC | 1,027 | +59 | $79.6K | +$4.3K | 6.1% |
| Fifth Third Wealth Advisors LLC | 5,840 | +74 | $452.6K | +$4.1K | 1.3% |
| NORDEN GROUP LLC | 2,637 | +49 | $204.5K | +$3.1K | 1.9% |
| Legacy Wealth Managment, LLC/ID | 411 | +41 | $31.9K | +$3.1K | 11.1% |
| SAGE RHINO CAPITAL LLC | 3,479 | +50 | $269.6K | +$2.9K | 1.4% |
| Elyxium Wealth, LLC | 3,332 | +49 | $258.2K | +$2.9K | 1.5% |
| FIFTH THIRD BANCORP | 2,238 | +45 | $173.4K | +$2.9K | 2.0% |
| BLAIR WILLIAM & CO/IL | 5,051 | +53 | $391.5K | +$2.8K | 1.1% |
| FIDELIS CAPITAL PARTNERS, LLC | 3,122 | +45 | $242.0K | +$2.6K | 1.5% |
| BROWN ADVISORY INC | 5,735 | +50 | $444.5K | +$2.3K | 0.9% |
| WPG Advisers, LLC | 1,331 | +33 | $103.2K | +$2.2K | 2.5% |
| High Note Wealth, LLC | 68 | +28 | $5.3K | +$2.2K | 70.0% |
| FAS Wealth Partners, Inc. | 11,085 | +66 | $859.1K | +$2.0K | 0.6% |
| Bruce G. Allen Investments, LLC | 64 | +26 | $5.0K | +$2.0K | 68.4% |
| Larson Financial Group LLC | 37,864 | +159 | $2.9M | +$1.8K | 0.4% |
| Venture Visionary Partners LLC | 9,595 | +57 | $743.6K | +$1.7K | 0.6% |
| Baird Financial Group, Inc. | 7,241 | +45 | $561.2K | +$1.5K | 0.6% |
| True Wealth Design, LLC | 608 | +21 | $47.1K | +$1.5K | 3.6% |
| SJS Investment Consulting Inc. | 608 | +20 | $47.1K | +$1.4K | 3.4% |
| Plancorp, LLC | 5,926 | +4 | $459.3K | -$1.3K | 0.1% |
| INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 5,938 | +4 | $460.2K | -$1.3K | 0.1% |
| SIGNATUREFD, LLC | 18,052 | +79 | $1.4M | +$1.1K | 0.4% |
| MATHER GROUP, LLC. | 4,060 | +1 | $314.6K | -$1.1K | 0.0% |
| Cromwell Holdings LLC | 24 | +14 | $1.9K | +$1.1K | 140.0% |
| KLP KAPITALFORVALTNING AS | 51,900 | +200 | $4.0M | +$1.0K | 0.4% |
| QUADRANT CAPITAL GROUP LLC | 4,737 | +30 | $367.1K | +$1.0K | 0.6% |
| Capital Square, LLC | 3,331 | +2 | $258.1K | -$855 | 0.1% |
| FourThought Financial Partners, LLC | 4,344 | +5 | $336.7K | -$827 | 0.1% |
| Capital Investment Advisors, LLC | 2,873 | +1 | $222.6K | -$763 | 0.0% |
| Cullen/Frost Bankers, Inc. | 794 | +12 | $61.5K | +$711 | 1.5% |
| Bay Harbor Wealth Management, LLC | 21 | +9 | $1.6K | +$694 | 75.0% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 201,986 | +8,768 | $15.7K | +$625 | 4.5% |
| STRS OHIO | 4,049 | +7 | $313.8K | -$589 | 0.2% |
| Thrivent Financial for Lutherans | 72,345 | +7,266 | $5.6K | +$546 | 11.2% |
| Sage Capital Management, LLC | 2,988 | +16 | $231.7K | +$534 | 0.5% |
| EASTERN BANK | 3,304 | +6 | $256.1K | -$458 | 0.2% |
| Rialto Wealth Management, LLC | 18 | +5 | $1.4K | +$383 | 38.5% |
| South Dakota Investment Council | 173,957 | +4,400 | $13.5K | +$294 | 2.6% |
| MEANS INVESTMENT CO., INC. | 5,770 | +24 | $447.2K | +$270 | 0.4% |
| Handelsbanken Fonder AB | 52,707 | +2,800 | $4.1K | +$203 | 5.6% |
| Cambridge Investment Research Advisors, Inc. | 28,152 | +1,176 | $2.2K | +$84 | 4.3% |
| HOLLENCREST CAPITAL MANAGEMENT | 241 | +1 | $18.7K | +$44 | 0.4% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,546 | +532 | $197 | +$40 | 26.4% |
| Newton One Investments LLC | 138 | +1 | $10.7K | +$25 | 0.7% |
| PARK AVENUE SECURITIES LLC | 11,222 | +330 | $870 | +$23 | 3.0% |
| Geneos Wealth Management Inc. | 832 | +3 | $64.5K | -$22 | 0.4% |
| North Star Investment Management Corp. | 427 | +1 | $33.1K | -$16 | 0.2% |